We Insure is a national insurance company with a proven business model that is changing how the industry works. Focusing on customer experience and exceptional agent support sets us apart from other insurance franchise businesses. With unprecedented access to carriers and complete operational, IT, service, and marketing support to franchise owners across the U.S., We Insure, now with the backing of PEAK6 InsurTech, is disrupting the industry and improving it for the better.

We Insure was established in 2009 with one goal – make the insurance process easier and more efficient for agents and their clients. Years later and we have achieved and surpassed that goal, with the We Insure vision resonating with hundreds of agents across the nation. This success is not just internal, We Insure has been recognized with countless awards, including Jacksonville Business Journal's Best Places to Work and Fastest-Growing Private Companies, Franchise Business Review's Top Franchises, Inc.'s 5000 Fastest Growing Companies, and Entrepreneur's Top Franchise List.

We Insure is seeking highly motivated and career-driven candidates to join Team WE and the PEAK6 InsurTech family. Do you want to work at a place that values you and your goals and wants to help you succeed? What about a place that wants to develop and help you grow? If that resonates with you then we think We Insure is the right fit for you. Learn more about us at weinsuregroup.com and apply today.

• OPEN TO REMOTE / HYBRID

Position Summary:

The Processing Specialist provides insurance service support to customers and Agents by processing correspondence/requests and follow up on the execution of the requests. The role involves understanding multiple carrier sites, effective communication with carriers, customers and agency owners.

What you'll do all day:

• Handle all incoming underwriting memos, carrier communications, insured EMAILS, and incoming policy documents. Ensure the policy management system is updated to reflect changes and communicate with the producers as needed
• Process cancellations, nonrenewal, inspection requests, underwriting specific information, nonpayment cancellations, reinstatements, etc.
• Outreach clients to resolve necessary underwriting memos and submit documentation to the carriers and follow through to ensure requirements have been met
• Communicate with underwriting departments to obtain detailed information regarding carrier requirements needed to close outstanding policy tasks required for continuous coverage
• Effectively communicate with insureds via phone, email, and text regarding carrier notifications
• Communicate with agents on incurable tasks that would require producer intervention to maintain client relationships
• Effectively navigate multiple carrier platforms to review policy details and underwriting memos and be proficient on multiple carrier guidelines to efficiently handle memos
• Ability to navigate multiple carrier platforms in an independent insurance environment (working with over 100 carrier partnerships) and determine carrier guidelines/procedures to accurately process requests
• Demonstrate accuracy in processing client modifications based on data given
• Manage task metrics which include task per hour requirements and quality audits
• Prioritizes and manages workflow to ensure efficient, timely, and accurate process of transactions while adhering to the standard operating procedures
• Accurately document all transactions

Additional responsibilities (marginal job functions):

• Cooperate purposefully in coaching conversations, side-by-side observations, and goal setting to meet individual and department standards
• Attend regular process/refresher trainings, team trainings and meetings as requested
• Participate in individual development programs and required developmental action plans
• Assist in additional projects as requested
• Identify process changes to improve quality or efficiencies

You'll gain loads of experience in this role but before you do, you should have:

• Must obtain a 4-40 Customer Service Insurance license (company facilitates)
• Minimum of 3 years customer service experience
• Minimum of 2 years' experience working in a similar processing role
• Effectively communicate both orally and in written form. This includes the ability to clearly articulate, interpret and summarize information to present to a customer
• Must have a standard understanding of insurance regulation and company operating procedures
• Ability to type at least 45 words per minute (WPM)
• Excellent attention to detail. Ability to produce high quantity of output without substituting quality
• Ability to work independently and with a remote working team
• Must have proven reliability and dependability
• Strong ethical values and integrity
• Experience working with Microsoft products including outlook and excel

Preferred:

• Experience working within personal lines insurance industry
• Experience working in a captive carrier or independent agency processing role
• Experience working in an independent agency environment including navigating multiple carrier platforms, rating systems, and management systems

Available Work Schedule:

Open

Please visit us on the web to learn more: https://weinsuregroup.com/

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